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Wealth Management Firms PowerPoint Presentation
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Wealth Management Firms

Wealth Management Firms

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Wealth Management Firms

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  1. INTRODUCTION Octagon Wealth Management offers high end wealth management services to clients on a larger extent in UK. The financial plans have been formulated by the experienced wealth consultants after understanding the current circumstances of the clients to ensure fruitful outcomes.

  2. INDEX • AboutUs • Our Core Values • OurUniqueProcess • Auto Enrolment • Contact Us

  3. ABOUTUS Octagon Wealth Management Ltd is a firm of Independent Financial Advisers. One of the big advantage of taking financial advice from an Independent Financial Adviser is that it gives you access to the whole market without any form of bias or restriction.

  4. OUR CORE VALUES At Octagon Wealth Management Ltd (Octagon Wealth Management), we pride ourselves upon a corporate philosophy, as such you will always experience the following: • A face to face meeting with director of the company, who will provide you with advice tailored to your personal circumstances and objectives. • Openness, honesty and transparency in all of our communications with you, as our client. All correspondence to you will be clear, delivered promptly and without industry jargon. • We regularly ask our clients for their perception of our dealings with them, to ensure we meet their expectations and importantly never place our interest ahead of theirs.

  5. OURUNIQUEPROCESS • Initial Consultation •  Review of Your Current Situation • Construction of Your Recommended Portfolio • Implementation • On-going Reviews

  6. AUTO ENROLMENT Auto Enrolment is complex and the responsibilities are onerous. These include, amongst many others the requirement to: • Asses every one of your worker’s ages, earnings and place of work in order to place them into categories; This is complex and needs to be carried out at  each and every pay period (be that weekly, monthly or annually). • Register the plan with the Pensions Regulator and update them regularly with audit information relating to take up and opt-out data. • Process opt-outs and opt-ins at every pay period and keep records for 6 years.

  7. Octagon Wealth Management Ltd Martland Mill, Mart Lane Burscough Ormskirk, Lancashire L40 0SD United Kingdom 01704898 570 www.octagonwealth.co.uk